Family Office
4 weeks ago
Staff Accountant – Family Office Services
Firm Overview
A multi-family office and tax firm specializing in serving the complex needs of high-net worth and ultra-high net worth individuals, many of whom are in the alternative investment industry. In addition to providing core family office and tax preparation services, their staff of devoted professionals works closely with each of their client’s personal advisors to assemble a team of experts tailored to his or her needs, assuring that effective tax, gift and estate, philanthropic, and family goals are skillfully intertwined.
Position
The Family Office, based in the Baltimore Metro area, has an opening to hire a Staff Accountant for the firm’s Family Office Services group. The Staff Accountant will work on a team assigned to service clients to provide day-to-day reporting, and to support Tax and Trust & Estate planning.
Responsibilities
Provide Family Office services for the firm’s ultra-high net worth clients.
- Develop a deep understanding of the clients’ financial picture, which often includes trusts and other related entities
- Monitor cash flow activity, payroll, tax payments, and insurance policies
- Maintain organized and accurate supporting documentation of all transactions within a defined filing system
- Comprehensive bill pay and investment tracking
- Assisting with special accounting and financial statement projects as necessary
- Create and maintain personal financial statements in QuickBooks
- Perform financial statement consolidations
- Various one-off projects for clients, such as cash flow projections or other customized reports
- Assemble and organize information for tax preparation
- Ensuring all executed documents are retained and filed in an organized manner
- Assist with ad hoc internal accounting, HR functions, and tax projects as needed
Qualities
- 1-2 years of accounting experience
- Bachelor’s degree in Accounting or Finance
- Strong project management skills and ability to handle multiple clients
- Appreciation for a high level of client service to meet competing client needs
- Self-motivated and has entrepreneurial spirit
- Strong attention to detail
- Proficiency in Microsoft Office (specifically Excel)
- Has exceptional organizational and interpersonal skills
-
Family Office
1 week ago
Hunt Valley, United States Dagen Full timeStaff Accountant Family Office Services Firm Overview A multi-family office and tax firm specializing in serving the complex needs of high-net worth and ultra-high net worth individuals, many of whom are in the alternative investment industry. In addition to providing core family office and tax preparation services, their staff of devoted professionals...
-
Family Office
7 days ago
Hunt Valley, United States Dagen Full timeFirm Overview: A multi-family office and tax firm specializing in serving the complex needs of high-net-worth and ultra-high-net-worth individuals, many of whom are in the alternative investment industry. In addition to providing core family office and tax preparation services, our staff of devoted professionals works closely with each of our clients...
-
Relationship Manager
3 days ago
Hunt Valley, United States Aquilance, LLC Full timeJob DescriptionJob DescriptionRelationship ManagerI ‐ About the FirmThe Firm is an established business that serves the complex accounting and administrative needs of wealthy families and family offices. It is comprised of a team with both passion and deep-rooted experience in advising the most successful families in the world.The Firm provides bill...
-
Relationship Manager
4 weeks ago
Hunt Valley, United States Aquilance, LLC Full timeJob DescriptionJob DescriptionRelationship ManagerI ‐ About the FirmThe Firm is an established business that serves the complex accounting and administrative needs of wealthy families and family offices. It is comprised of a team with both passion and deep-rooted experience in advising the most successful families in the world.The Firm provides bill...
-
Medical Assistant
4 weeks ago
Valley View, United States Family Practice Center Full timeFamily Practice Center PC has an opening for a full-time Medical Assistant at our Valley View location! If you are looking for an office setting and have experience in an office setting, then this may be the position for you! Duties would include rooming patients, assisting providers, documentation, phlebotomy, EKG's, immunizations and injections, and so...
-
Medical Assistant
1 month ago
Valley View, United States Family Practice Center Full timeJob DescriptionJob DescriptionSalary: Family Practice Center PC has an opening for a full-time Medical Assistant at our Valley View location!If you are looking for an office setting and have experience in an office setting, then this may be the position for you!Duties would include rooming patients, assisting providers, documentation, phlebotomy, EKG's,...
-
Office Coordinator
2 weeks ago
Happy Valley, United States Adroit Partners Full timeJob DescriptionJob DescriptionJob PurposeOur client, a leading provider of funeral, cremation, and cemetery services, is seeking a detail-oriented Office Coordinator to join our team. The ideal candidate will provide Office Manager support to our funeral home or cemetery location, assisting with various tasks to ensure smooth operations and exceptional...
-
Front Office
2 weeks ago
Oro Valley, United States Community Health System Full timeJob Description This is a Front Office Clerk position working full time days at at one of our Allied Physicians Clinics at 1521 E. Tangerine Road, Suite 337 Summary: Provides non-clinical support services to an outpatient clinic including greeting, instructing and directing patients and visitors upon entry into the clinic. Provides a variety of...
-
Bookkeeping/office Assistant
2 days ago
Sun Valley, United States Maven Autobody Full timeStep into a world where precision meets passion, and numbers tell tales of excellence! Maven Autobody in Sun Valley, CA seeks an eagle-eyed **full-time Bookkeeping/Office Assistant** to join our ranks. Offering **competitive pay** and **healthcare benefits**, this isn't just a job - it's a golden opportunity to become part of our esteemed family. Trusted by...
-
Foster Family Consultant
4 days ago
West Valley City, United States Catholic Community Services Full timePosition Title: Foster Family Consultant FLSA Classification: Non-exempt Full or part-time status: Full-time Department: Migration and Refugee Services Reports to: Refugee Foster Family Supervisor Hiring Range: $18.00-$23.00/hr DOE Date written or last revised: May 2024 Primary Function of Position In this role, you'll contribute to the Refugee Foster Care...
-
Commercial Escrow Officer
20 hours ago
West Valley City, United States First American Financial Company Full timeWho We Are. Join a team that puts its People First! As a member of First American's family of companies, National Commercial Services provides single-point service for simple to multi-property/multi-state national commercial real estate transactions. Escrow Officer, Commercial, Officer, Escrow, Customer Service, Banking, Business Services
-
Medical Office Rep II
2 weeks ago
Grass Valley, United States Dignity Health Full time**Overview** Dignity Health Medical Foundation established in 1993 is a California nonprofit public benefit corporation with care centers throughout California. Dignity Health Medical Foundation is an affiliate of Dignity Health - one of the largest health systems in the nation - with hospitals and care centers in California Arizona and Nevada. Today...
-
Family Medicine Physician #59715
4 weeks ago
Pauls Valley, United States Adelphi Medical Staffing Full timeStart Date: 8/5/2024Job Quick Facts: • Specialty: Family Medicine• Job Type: Locum Tenens• Facility Location: Pauls Valley, OK• Service Setting: Outpatient• Reason For Coverage: Supplemental• Coverage Period: Aug. 5, 2024 - Ongoing• Coverage Type: Clinical + Call• Shift/Call Schedule: TBP• Call Type: Beeper• Support Staff: 1 MA• Office...
-
Internal Medicine or Family Medicine physicians
1 month ago
Rio Grande Valley, United States HNI Healthcare Full timeKaizen Clinical Partners in the Rio Grande Valley are currently seeking BE/BC Internal Medicine or Family Medicine physicians to join their expanding primary care group. Practicing and recent resident graduates to be considered.Comprised of several primary care office locations across the Rio Grande Valley, Kaizen Clinical Partners provide a strong culture...
-
Family Medicine
1 week ago
Simi Valley, United States Kaiser Permanente - Southern CA Medical Group Full timeSouthern California Permanente Medical Group (SCPMG) is a physician-led partnership with strong values that support a patient-centered and evidence-based approach to medicine. Provides our physicians with the resources and support systems needed to ensure every physician can focus on practicing medicine, connecting with one another, and providing the best...
-
SEP Coordinator
4 days ago
Spring Valley, United States Cornerstone Family Healthcare Full timeDescription:HVCS a Division of Cornerstone Family Healthcare is actively recruiting for a SEP Coordinator to join our growing team in Spring Valley, NY.RATE OF PAY/SALARY: $21.98 per hourWORK LOCATION(S): Spring Valley, NYSTATUS: Full TimeGeneral Purpose:Under the supervision of the Senior Program Supervisor, the SEP Coordinator is a member of a program that...
-
Human Resource Assistant
3 weeks ago
Moreno Valley, United States Family Services Association Full timeJob DescriptionJob DescriptionHuman Resource AssistantSummary of Position: The Human Resource Assistant will perform administrative tasks and services to support effective and efficient operations of the organization’s human resource department. This position is the first point of contact in the Human Resources Department. The role provides direct...
-
Retail Office Manager
3 weeks ago
San Tan Valley, United States Serenity Healthcare Full timeJob DescriptionJob DescriptionRetail Office ManagerLocation: Queen Creek, AZAre you looking for a rewarding career in the healthcare industry that is unique? Are you a self-driven individual and a leader of people with a high level of professionalism? Apply today for a chance to join a company that values its employees!Serenity stands at the forefront of...
-
Locum Physician
4 days ago
Pauls Valley, United States Adelphi Medical Staffing Full timeJob Quick Facts: • Specialty: Family Medicine• Job Type: Locum Tenens• Facility Location: Pauls Valley, OK• Service Setting: Outpatient• Reason For Coverage: Supplemental• Coverage Period: Aug. 5, 2024 - Ongoing• Coverage Type: Clinical + Call• Shift/Call Schedule: TBP• Call Type: Beeper• Support Staff: 1 MA• Office Equipment: Onsite...
-
Office Nurse-Physician Services
3 days ago
Newark Valley, NY, United States United Health Services Full timePhysician Practice RN, UHS Primary Care Northern Tioga United Health Services is seeking a Physician Practice RN to join our Newark Valley Family Practice department at UHS Primary Care Northern Tioga in Newark Valley, NY. Shift 57 per hour, depending on experience. The Registered Nurse (RN) protects, promotes, and optimizes health and abilities,...